Edward Jones - Financial Advisor: Anthony M Lizzi, CFP®|CEPA®|AAMS™|CRPC™ - East Greenwich, Rhode Island

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Edward Jones - Anthony M Lizzi, CFP®|CEPA®|AAMS™|CRPC™: A Comprehensive Overview

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For individuals and families seeking comprehensive financial planning and investment management services, Edward Jones – and specifically, Financial Advisor Anthony M Lizzi – presents a solid and established option. Located at 850 Main St, East Greenwich, RI 02818, Mr. Lizzi offers personalized guidance tailored to meet the unique needs of each client. This detailed overview will explore his credentials, specialties, location, contact information, and other pertinent details to assist prospective clients in making an informed decision.

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About Anthony M Lizzi, CFP®|CEPA®|AAMS™|CRPC™

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Anthony M Lizzi is a seasoned financial advisor with a wealth of experience at Edward Jones. He holds several prestigious certifications, including Certified Financial Planner (CFP®), Certified Estate Planning Advisor (CEPA®), Accredited Asset Management Specialist (AAMS™), and Certified Retirement Planning Counselor (CRPC™). These qualifications demonstrate a commitment to ongoing professional development and adherence to rigorous ethical standards. His credentials indicate a deep understanding of various financial instruments and strategies, allowing him to provide robust advice across a broad spectrum of financial goals – from retirement planning and estate preservation to investment management and education funding.

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Specialties and Services Offered

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Mr. Lizzi specializes in a diverse range of financial consulting services. His core competencies include:

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• Investment Services: He assists clients in constructing and managing investment portfolios designed to align with their risk tolerance, time horizon, and financial objectives.

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• Finance Brokerage: Mr. Lizzi can navigate the complexities of the stock market and other investment vehicles, providing strategic guidance on securities purchases and sales.

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• Retirement Planning: A significant portion of his practice focuses on helping clients plan for a secure and comfortable retirement, considering factors such as Social Security, pensions, and investment strategies.

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• Estate Planning: Leveraging his CEPA® certification, he provides guidance on wills, trusts, and other estate planning tools to ensure assets are distributed according to clients' wishes.

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• Education Funding: He assists families in planning and saving for their children’s educational expenses through options like 529 plans.

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• Financial Consultant: Mr. Lizzi offers a holistic approach to financial management, incorporating all aspects of a client’s financial life.

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Edward Jones operates on a unique relationship-based model. Unlike many brokerage firms, Mr. Lizzi prioritizes building long-term relationships with his clients, offering a consistent and reliable point of contact for all their financial needs.

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Location and Contact Information

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The office of Edward Jones – Anthony M Lizzi is conveniently located at 850 Main St, East Greenwich, RI 02818. Clients can reach him directly by phone at 4018215098. His website, accessible via edwardjones.com, provides further information about his services and resources.

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Accessibility and Amenities

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Edward Jones is committed to providing a welcoming and accessible environment for all clients. The office at 850 Main St boasts wheelchair accessible entrances, parking, and restrooms. Appointments are recommended to ensure dedicated time and personalized attention. The company understands the importance of convenience and strives to accommodate client needs. Currently, there are 0 reviews on Google My Business, reflecting a potentially new or developing client base.

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Overall Opinion and Service Quality

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Based on the limited available information, the average opinion for Mr. Lizzi’s services is 0/5. This suggests a need for clients to share their experiences and provide feedback. However, the established reputation of Edward Jones and Mr. Lizzi’s credentials – including his multiple certifications – provide a foundation of trust and professionalism. It’s recommended prospective clients schedule a consultation to discuss their specific circumstances and determine if Mr. Lizzi’s services align with their goals. His commitment to relationship-based service and his depth of knowledge in areas such as retirement, estate planning and investment management make him a potentially valuable resource for individuals seeking sound financial guidance.

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"summary": "Anthony M Lizzi at Edward Jones provides personalized financial consulting, investment management, and retirement planning services, prioritizing client relationships and offering accessible facilities in East Greenwich, RI.",
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